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Destination Wealth Management’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Destination Wealth Management’s Portfolio MGC Stock Details MGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.7M Buy
38,974
+410
+1% +$109K 0.25% 75
2026
Q1 		$9.11M Sell
38,564
-144
-0.4% -$35.7K 0.24% 78
2025
Q4 		$9.72M Sell
38,708
-588
-1% -$146K 0.25% 77
2025
Q3 		$9.59M Sell
39,296
-443
-1% -$104K 0.26% 77
2025
Q2 		$8.94M Sell
39,739
-1,628
-4% -$337K 0.26% 76
2025
Q1 		$8.33M Buy
41,367
+351
+0.9% +$74.7K 0.26% 78
2024
Q4 		$8.72M Sell
41,016
-2,690
-6% -$572K 0.27% 77
2024
Q3 		$9.03M Buy
43,706
+1,546
+4% +$308K 0.28% 76
2024
Q2 		$8.32M Sell
42,160
-1,247
-3% -$235K 0.27% 74
2024
Q1 		$8.11M Sell
43,407
-2,480
-5% -$442K 0.27% 75
2023
Q4 		$7.77M Sell
45,887
-1,251
-3% -$199K 0.27% 78
2023
Q3 		$7.16M Sell
47,138
-1,983
-4% -$312K 0.28% 76
2023
Q2 		$7.69M Sell
49,121
-614
-1% -$90.7K 0.29% 75
2023
Q1 		$7.12M Sell
49,735
-411
-0.8% -$56.9K 0.27% 78
2022
Q4 		$6.64M Buy
50,146
+678
+1% +$90.6K 0.26% 83
2022
Q3 		$6.17M Sell
49,468
-1,173
-2% -$163K 0.26% 81
2022
Q2 		$6.67M Sell
50,641
-1,055
-2% -$151K 0.27% 81
2022
Q1 		$8.22M Sell
51,696
-3,925
-7% -$616K 0.3% 74
2021
Q4 		$9.35M Sell
55,621
-1,596
-3% -$260K 0.33% 69
2021
Q3 		$8.72M Buy
57,217
+1,929
+3% +$303K 0.34% 69
2021
Q2 		$8.42M Buy
55,288
+1,493
+3% +$221K 0.33% 71
2021
Q1 		$7.54M Buy
53,795
+27,041
+101% +$3.71M 0.31% 71
2020
Q4 		$3.57M Sell
26,754
-566
-2% -$71.6K 0.16% 81
2020
Q3 		$3.28M Buy
27,320
+92
+0.3% +$10.9K 0.17% 74
2020
Q2 		$2.98M Buy
27,228
+4,355
+19% +$451K 0.16% 73
2020
Q1 		$2.08M Buy
+22,873
New +$2.44M 0.13% 76

Other funds holding MGC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Destination Wealth Management's MGC Position: Q2 2026 in Review

Destination Wealth Management increased its Vanguard Morningstar Mega Cap ETF (MGC) stake by 1.1% in Q2 2026, buying an estimated $109K and bringing the position to 38,974 shares worth $10.7M. The position accounts for 0.25% of the portfolio, ranked #75.

Destination Wealth Management first reported a position in MGC in Q1 2020 and has held it in 26 quarters since. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

  • Destination Wealth Management held 38,974 shares of Vanguard Morningstar Mega Cap ETF worth $10.7M as of Q2 2026.
  • Destination Wealth Management bought 410 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $109K.
  • Vanguard Morningstar Mega Cap ETF made up 0.25% of Destination Wealth Management's portfolio in Q2 2026, its #75 holding.
  • Destination Wealth Management first reported a position in Vanguard Morningstar Mega Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • 530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.